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  • Overview
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Deals
  • Create a Deal
  • Invite Your Team
  • Add Lenders to a Deal
  • Launch a Deal
  • Organize & View Deals
  • Outreach Tools
Network Management
  • Manage Your Network
  • Use Labels
Market Insights
  • Lender Directory
  • Recent Terms
  • Pulse Items
Files
  • Upload Files
  • Add Files to a Deal
  • Add or Remove Files in a Vault
  • Organize Files
  • Search & Filter Files
  • Rename, Delete & Remove
Index
  • What is Index
Vault
  • What are Vaults
  • Impact on Deals
  • Best Practices
  • Create a Vault
  • Link Settings
  • Share a Vault Link
  • Visitor Experience
  • Set a Featured File
  • What are Checklists
  • Create & Manage Checklists
  • Request Files
  • Deal Intake Walkthrough
  • External Collaboration
Memo
  • Create a Memo
  • Upload Documents
  • Edit the Outline
  • Add & Edit Content
  • Add & Delete Slides
  • Format Text
  • Edit Images
  • Edit Tables
  • Handle Overflow
  • Column & Grid Layouts
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  • Theme Settings
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Account & Settings
  • Account Settings
  • Email Integration
Product FAQ
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    Learn

    Account & Settings

    Account setup, team permissions, and email connection.

    Updated May 2026

    Set up your Lev account, manage your team, and connect your email.

    More in this section
    Deals
    Create deals, add lenders, launch outreach, and manage your pipeline.
    Files
    Upload, organize, search, and manage files on deals and in Vaults.
    Market Insights
    Access lender data, recent terms, and market intelligence.
    Lev Memo
    Polished deal memos and materials with Lev AI—in minutes.
    Updated May 2026
    Use with LLM
    llms.txtFull site index for AI

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